Early 2024 Challenges: Japan Earthquake and Market Dynamics


Early 2024 Challenges: Japan Earthquake and Market Dynamics

The start of 2024 unfolds with a seismic event in Japan and nuanced market dynamics. Following a U.S. stock retreat, uncertainties arise, posing challenges for global markets.

How will the market reconcile the gap between rate cut expectations and the Fed's projections, given the dual challenges of seismic events and market shifts in 2024?

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Federal Reserve’s Stance on Rate Cuts and Economic Normalisation


Powell's Assurance and Market Alignment

Powell reassured that the Federal Reserve is open to rate cuts, even without a 2024 recession. He suggested this could signal economic normalisation rather than a need for tight policy.

Did Fed Chair Powell press back on market expectations for rate cuts, or did the central bank maintain a positive outlook despite projections for cuts in 2024 and beyond?

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